Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRITONPOINT WEALTH LLC | 04-25-2024 | 03-31-2024 | 304 | 956,716,379 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 51 | $5,526,452 | 122,006 | 0.00 | 0.00 | 7,378 | 6.44 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $5,414,819 | 37,238 | 0.00 | 0.00 | -2,426 | -6.12 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 53 | $5,414,355 | 97,004 | 0.00 | 0.00 | 19,955 | 25.90 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 54 | $5,229,299 | 43,179 | 0.00 | 0.00 | -11,295 | -20.73 | 03-31-2024 |
